I provide independent research of technology companies and was previously one of two analysts that determined the technology holdings for Atlantic Trust (Invesco's high net worth group), a firm with $15 billion under management. Before joining Atlantic Trust I was the Internet Security Software analyst for Smith Barney (where I authored the most comprehensive industry report “Internet Security Software: The Ultimate Internet Infrastructure”) and an Enterprise Server Hardware analyst at Salomon Brothers. Prior to becoming an equity analyst, I spent 16 years at IBM in a variety of sales and manufacturing positions. I have a B.S. in Industrial Engineering from Stanford University and a Postgraduate Diploma in Economics from the University of Sussex, England.

A year ago iPads accounted for 83.6% of ad impressions and that has fallen to 78.0%, however it is up from 77.2% in April of this year. From various Chitika data over the past 18 months the iPad’s share has ranged from the high 70%s to the mid-80%s. So far neither Amazon, Samsung, Google, Microsoft or other tablet makers have been able to make a significant dent in the iPad’s usage. If Apple is able to create a meaningful revenue stream from this usage it would generate very good margin revenue.

It is a positive for Apple that it has such high usage but unfortunately for the past four quarters iPad sales have essentially been flat when you adjust for channel inventory changes. While the March 2013 quarter had iPad unit sales increase 49% year over year as supply of the iPad Mini caught up to demand over the past four quarters unit growth has been minus 3%, plus 2%, plus 5% and minus 3%, respectively.

Amazon is in a distant second place at 7.3% which is up from 5.9% a year ago and Samsung is in third with 6.3% share vs. 4.5% a year ago.

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